Add a Kona Conversation, Task, or Event for an Opportunity

Use the Collaboration tab in the Opportunities area to create a new conversation, task, or event in Kona for the selected opportunity.

Prerequisites: The opportunity must be associated with a space in Kona Business, and you must be a member of that space. In addition, the actions you can perform may be restricted by the access rights specified for you in Kona.

To add a Kona conversation, task, or event, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the search field immediately above the opportunity title to select the opportunity.
3. Click the Collaboration tab.
4. Click in the lower-right corner of the tab, and select the option for the type of object you want to add to the space:
   • Conversation
   • Task
   • Event
5. In the field displaying Enter name, enter a name or description for the conversation, task, or event..
6. Click in the field displaying Get the conversation started..., enter an initial comment to begin the conversation, and click Done.
7. Use the toolbar in the lower-left corner of the tab to do any of the following:
   • To select the space members with whom you want to share the conversation, task, or event, click .
   • To specify the due date for a task or the start and end dates and times for an event, click .
   • To specify the location for a task or event, click .
   • To enter a note related to the conversation, task, or event, click .
   • To mark the conversation, task, or event as a favorite, click .
8. When you are ready to share the conversation, task, or event, click Save.